MAR Earnings Prediction
The chart below shows how MAR performed 10 days before and after its earnings report, based on data from the past quarters. Typically, MAR sees a -0.30% change in stock price 10 days leading up to the earnings, and a +2.03% change 10 days following the report. On the earnings day itself, the stock moves by -0.77%. This data can give you a slight idea of what to expect for the next quarter's release.
MAR Key Earning Data
MAR Earnings Analysis
Positive
Strong Q1 Performance: Strong first quarter results reported despite macroeconomic uncertainty, with each region outperforming expectations.
Global Signings and Room Growth: Record first quarter global signings, with net rooms growth of 4.6% over the trailing twelve months through March.
RevPAR and ADR Increase: Global RevPAR rose 4.1%, exceeding guidance, with ADR increasing 3% and occupancy rising 1%.
International RevPAR Growth: International RevPAR increased nearly 6%, led by APAC with an 11% rise in RevPAR driven by strong ADR growth and demand from international guests.
Group RevPAR Increase: Group RevPAR rose 8% globally, indicating strong demand from group customers.
Gross Fee Revenue Increase: First quarter total gross fee revenues increased 5% year over year to $1.28 billion, reflecting higher RevPAR and rooms growth.
Adjusted EBITDA Increase: Adjusted EBITDA totaled $1.22 billion, an increase of 7%.
Cash Flow and Shareholder Returns: Strong cash flow performance and outlook, with expectations for full year capital returns to shareholders around $4 billion.
Loyalty Program Membership Growth: The powerful Marriott Bonvoy loyalty program had nearly 237 million members, with member penetration reaching a record 68% of room nights globally.
Digital Transformation Progress: Progress on digital and technology transformation expected to enhance operational efficiency and customer experience.
Negative
RevPAR Growth Trends: RevPAR in the U.S. and Canada region saw softer growth in March, particularly in the select service segment, indicating potential weakness in demand.
RevPAR Growth Guidance Adjustment: The company lowered its guidance for full year RevPAR growth by 50 basis points due to a more cautious outlook in the U.S. and Canada region.
RevPAR Trends Analysis: March RevPAR for the U.S. and Canada region rose only 2% year over year, with a notable decline in U.S. government RevPAR by 10%.
Leisure Demand Decline: There was a decline in leisure transient demand in the U.S. in March, attributed to a less certain macro environment.
Gross Fee Growth Impact: The company expects gross fee growth to be impacted by a nearly 60% year-over-year decline in residential branding fees due to timing of unit sales.
Adjusted EBITDA Outlook Adjustment: The adjusted EBITDA growth outlook was lowered slightly, reflecting a refinement of a couple of add backs, indicating some pressure on profitability.
Limited Demand Visibility: The company noted limited visibility into the back half of the year due to the short average booking window, which could lead to fluctuations in demand.
International RevPAR Growth Outlook: The expected full year RevPAR growth is anticipated to be stronger internationally than in the U.S. and Canada, with Greater China expected to be around flat compared to last year.
MAR FAQs
How does MAR typically perform around its earnings report dates?
MAR's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a -0.30% change leading up to the report and a +2.03% change in the 10 days following the release.
Is Marriott International Inc (MAR) Q1 2025 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
MAR Earning Call Sentiment
Earnings call transcript: Marriott Q1 2025 beats forecasts, stock rises
MAR.O
-0.58%
